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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,327 | $117,829-96.3% | $102,423-95.8% | $145,877-97.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 12.85% | 31.83%-19.0pp | 29.42%-16.6pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,383 | $3,615-61.7% | $3,023-54.3% | $4,663-70.3% |
| Participant deferral / active EE | $1,383 | $5,732-75.9% | $5,054-72.6% | $6,691-79.3% |
| Admin fee / account holder | $409 | $13,335-96.9% | $9,455-95.7% | $13,402-97.0% |